Asset Management: Client Service Consultant

Nedbank; Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Nedbank operates its asset management division through Nedgroup Investments and seeks a dynamic Client Service Consultant in Cape Town to build trusted relationships with investors and financial planners by delivering exceptional service experiences.

The role emphasizes servicing, technical product support, process adherence and strong client communication within Nedbank's security and governance framework.

Qualifications

• Customer service principles and client-facing skills are essential.
• Solid product knowledge of investment options and retirement products.
• Strong relationship management and adherence to security policies.

Responsibilities

• Provide client services to investors via various communication channels.
• Providing technical support on Collective Investment Schemes and retirement products.
• Adhere to the daily schedule to ensure that targets are met by following the work plan.
• Follow Nedbank processes and values such as honesty, integrity, accountability and respect.
• Escalate unresolved queries to management by logging the case on the system.
• Answer calls promptly and contribute to lead targets monthly.
• Log calls accurately to prevent losses and support risk controls.
• Participate in culture-building initiatives and CSR activities.
• Identify opportunities to improve processes and assist in policy updates.
• Stay updated on legislation and industry changes affecting the role.

Skills

Customer service principles

Product knowledge

Relationship management

Nedbank security policies

Governance, Risk and Controls

Forex product

Building Customer Loyalty

Earning Trust

Managing Work

Stress Tolerance

Education

Advanced Diplomas/National 1st Degrees

Matric / Grade 12 / National Senior Certificate

Job description

Title:Asset Management: Client Service Consultant

Asset Management: Client Service Consultant

Job Purpose

Nedgroup Investmentsis an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa’s largest financial services groups. The Nedgroup Investments Best of Breed™ philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.

We are looking for a dynamic and well-spoken Client Service Consultant to join the team in Cape Town. The core purpose of this role is to build engagement, trust and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences.

Job Responsibilities

• Provide client services to investors via various communication channels.
• Providing technical support in terms of Collective Investment Schemes and retirement products.
• Adhere to the daily schedule to ensure that targets are met by following the work plan.
• Follow Nedbank processes and values such as honesty; integrity; accountability; respect and pushing beyond boundaries when answering calls and when dealing with internal and external relations.
• Escalate all unresolved queries to management by logging the case on the system.
• Answer 90% of all calls within 60 seconds (90/60) as per Service level Agreements (SLA) Generate lead targets required on a month to month basis by offering products to the clients.
• Prevent losses that may occur in the business by being vigilant and making sure all calls are logged correctly.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
• Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
• Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.
• Keep up to date with risk standards by reading; understanding and completing the updated manuals every time they are sent out and agreeing to the terms.
• Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
• Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
• Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.
• Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team.
• Understand the nature of the client's query by reiterating the key points raised by the client.
• Give continuous feedback to management and the back office and ensure that stakeholders are also updated through communication of information required by the different stakeholders.

Essential Qualifications - NQF Level

• Advanced Diplomas/National 1st Degrees
• Matric / Grade 12 / National Senior Certificate

Minimum Experience Level

• Minimum 1 year Client Services Consultant experience within the Asset Management industry.
• Experience with Investments/Pension Funds/Retirement Fund in an Asset Management Business
• A sound technical understanding of Collective Investment Schemes and Retirement product

Technical / Professional Knowledge

• Customer service principles
• Product Knowledge
• Relationship management
• Nedbank security policies and procedures
• Governance, Risk and Controls
• Forex product
• Building Customer Loyalty
• Earning Trust
• Managing Work
• Stress Tolerance

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Job Title

Asset Management: Client Service Consultant

Nedbank Ltd Reg No 1951/000009/06.
Authorised financial services and registered credit provider (NCRCP16).